13F 机构持仓

Sound Income Strategies, LLC

FT LAUDERDALE FL · SEC CIK 0001730960

2026Q22026Q1 更早 9 个季度 🔒
$20.71亿2026Q1 申报市值
2,586持仓数
21.0%前十大占比 · 第一大 2.4%
220 / 158新建仓 / 清仓
申报市值走势$22.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

HTGC 2.4%
ARCC 2.3%
GBDC 2.3%
TSLX 2.2%
OBDC 2.1%
SHYG 2.1%
HYEM 2.0%
BXSL 1.9%
PFLT 1.9%
EMHY 1.9%

2026Q1 买入最多 按季末市值估算

AMCR 新建仓+$1,934.33万
ACN 加仓+$1,202.12万
HTGC 加仓+$988.31万
SJM 加仓+$859.59万
HRB 加仓+$489.07万

2026Q1 卖出最多 按季末市值估算

EVRG 减仓-$1,449.96万
ENB 减仓-$1,139.58万
MAIN 减仓-$1,131.01万
GEF/B 减仓-$469.80万
PRU 减仓-$376.50万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
CALY CALLAWAY GOLF CO COM $2,9300.00%212 00.0% — 不变
CCAP CRESCENT CAP BDC INC COM $2,9550.00%241 00.0% — 不变
— WESTERN ASSET HIGH INCOME OPPO COM $2,9610.00%816 816— $2,961 新建仓
PRLB PROTO LABS INC COM $2,9650.00%51 00.0% — 不变
ABEV AMBEV SA SPONSORED ADR $2,9700.00%1,000 00.0% — 不变
— US GOLDMINING INC COM $2,9740.00%246 00.0% — 不变
PTC PTC INC COM $2,9930.00%21 00.0% — 不变
— SOLANA ETF $2,9990.00%354 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW $3,0020.00%110 00.0% — 不变
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF $3,0050.00%39 00.0% — 不变
EVR EVERCORE INC CLASS A $3,0130.00%10 00.0% — 不变
SCEP STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF $3,0190.00%128 64100.0% $1,510 加仓
— INVESCO ENERGY EXPLORATION & PRODUCTION ETF $3,0280.00%80 00.0% — 不变
ILMN ILLUMINA INC COM $3,0390.00%24 00.0% — 不变
— PHENIXFIN CORP COM $3,0420.00%78 00.0% — 不变
— GOLDMINING INC COM $3,0430.00%2,434 1,20097.2% $1,500 加仓
PINS PINTEREST INC CL A $3,0730.00%168 00.0% — 不变
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF $3,0740.00%59 00.0% — 不变
INDI INDIE SEMICONDUCTOR INC CLASS A COM $3,0800.00%1,000 00.0% — 不变
SAFT SAFETY INS GROUP INC COM $3,0950.00%43 12.4% $72 加仓
JHPI JOHN HANCOCK PREFERRED INCOME ETF $3,1230.00%138 00.0% — 不变
— HANCOCK JOHN PFD INCOME FD II COM $3,1300.00%200 00.0% — 不变
WRB BERKLEY W R CORP COM $3,1330.00%48 48— $3,133 新建仓
BBD BANCO BRADESCO S A SP ADR PFD NEW $3,1370.00%841 34569.6% $1,287 加仓
SBH SALLY BEAUTY HLDGS INC COM $3,1440.00%222 00.0% — 不变
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF $3,1450.00%48 00.0% — 不变
NEOG NEOGEN CORP COM $3,1460.00%335 00.0% — 不变
HRMY HARMONY BIOSCIENCES HLDGS INC COM $3,1590.00%113 00.0% — 不变
LAC LITHIUM AMERS CORP NEW COM SHS $3,1600.00%800 00.0% — 不变
KBE STATE STREET SPDR S&P BANK ETF $3,1850.00%53 53— $3,185 新建仓
ADUS ADDUS HOMECARE CORP COM $3,1910.00%34 -15-30.6% -$1,408 减仓
DB DEUTSCHE BK AG NAMEN AKT $3,2000.00%105 -126-54.5% -$3,840 减仓
— YIELDMAX AMD OPTION INCOME STRATEGY ETF $3,2000.00%100 3042.9% $960 加仓
IYY ISHARES DOW JONES U.S. ETF $3,2090.00%20 -464-95.9% -$7.44万 减仓
DMC FRESH DEL MONTE PRODUCE INC ORD $3,2210.00%80 00.0% — 不变
ARW ARROW ELECTRS INC COM $3,2260.00%22 00.0% — 不变
FBK FB FINL CORP COM $3,2330.00%61 00.0% — 不变
SCHH SCHWAB U.S. REIT ETF $3,2690.00%151 -219-59.2% -$4,741 减仓
QGEN QIAGEN NV ORD SHARES $3,2710.00%81 -88-52.1% -$3,554 减仓
ASTS AST SPACEMOBILE INC COM CL A $3,2760.00%39 -23-37.1% -$1,932 减仓
— WISDOMTREE BIANCO TOTAL RETURN FUND $3,2770.00%130 10.8% $25 加仓
GIII G III APPAREL GROUP LTD COM $3,2840.00%119 3135.2% $855 加仓
SONO SONOS INC COM $3,2930.00%240 00.0% — 不变
CMCL CALEDONIA MNG CORP SHS NEW $3,2940.00%140 140— $3,294 新建仓
EAT BRINKER INTL INC COM $3,2970.00%23 -63-73.3% -$9,031 减仓
KD KYNDRYL HLDGS INC COMMON STOCK $3,3150.00%258 00.0% — 不变
CROX CROCS INC COM $3,3420.00%40 00.0% — 不变
PSTL POSTAL REALTY TRUST INC CL A $3,3440.00%179 00.0% — 不变
HAYW HAYWARD HLDGS INC COM $3,3460.00%248 00.0% — 不变
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $3,3700.00%132 00.0% — 不变
UFCS UNITED FIRE GROUP INC COM $3,3710.00%92 11.1% $37 加仓
WSO WATSCO INC COM $3,3830.00%9 00.0% — 不变
COGT COGENT BIOSCIENCES INC COM $3,3830.00%96 96— $3,383 新建仓
— SCHWAB CRYPTO THEMATIC ETF $3,3940.00%65 00.0% — 不变
— GOLDEN ENTMT INC COM $3,4080.00%128 21.6% $53 加仓
INDB INDEPENDENT BK CORP MASS COM $3,4080.00%45 00.0% — 不变
CBU COMMUNITY FINANCIAL SYSTEM INC COM $3,4110.00%57 00.0% — 不变
GMED GLOBUS MED INC CL A $3,4220.00%39 00.0% — 不变
XXI TWENTY ONE CAP INC COM SHS CL A $3,4230.00%564 00.0% — 不变
DEO DIAGEO PLC SPON ADR NEW $3,4330.00%46 -278-85.8% -$2.07万 减仓
KBDC KAYNE ANDERSON BDC INC COM SHS $3,4330.00%250 250— $3,433 新建仓
WOR WORTHINGTON ENTERPRISES INC COM $3,4380.00%65 00.0% — 不变
— CANGO INC ORD CL A $3,4390.00%8,000 00.0% — 不变
GGN GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT $3,4420.00%635 00.0% — 不变
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 $3,4520.00%142 -918-86.6% -$2.23万 减仓
VEEV VEEVA SYS INC CL A COM $3,4550.00%20 00.0% — 不变
AAP ADVANCE AUTO PARTS INC COM $3,4730.00%64 11.6% $54 加仓
WERN WERNER ENTERPRISES INC COM $3,4760.00%117 00.0% — 不变
HOPE HOPE BANCORP INC COM $3,4930.00%299 41.4% $47 加仓
FRME FIRST MERCHANTS CORP COM $3,5000.00%89 00.0% — 不变
— LGL GROUP INC COM $3,5050.00%500 500— $3,505 新建仓
CALX CALIX INC COM $3,5150.00%75 00.0% — 不变
HUBB HUBBELL INC COM $3,5240.00%7 -2-22.2% -$1,007 减仓
GVAL CAMBRIA GLOBAL VALUE ETF $3,5240.00%105 00.0% — 不变
DLTR DOLLAR TREE INC COM $3,5460.00%33 00.0% — 不变
AAMI ACADIAN ASSET MANAGEMENT INC COM $3,5480.00%63 00.0% — 不变
LEVI LEVI STRAUSS & CO NEW CL A COM STK $3,5520.00%187 10.5% $19 加仓
MLAB MESA LABS INC COM $3,5530.00%40 00.0% — 不变
PRI PRIMERICA INC COM $3,5540.00%14 00.0% — 不变
— CLEARWATER ANALYTICS HLDGS INC CL A $3,5690.00%150 00.0% — 不变
HDB HDFC BANK LTD SPONSORED ADS $3,5860.00%144 00.0% — 不变
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $3,6100.00%15 00.0% — 不变
SPNT SIRIUSPOINT LTD COM $3,6110.00%167 00.0% — 不变
CBL CBL & ASSOC PPTYS INC COMMON STOCK $3,6230.00%92 00.0% — 不变
CVBF CVB FINL CORP COM $3,6240.00%186 00.0% — 不变
HR HEALTHCARE RLTY TR CL A COM $3,6400.00%212 21.0% $34 加仓
AVLV AVANTIS U.S. LARGE CAP VALUE ETF $3,6430.00%45 411,025.0% $3,319 加仓
URNM SPROTT URANIUM MINERS ETF $3,6450.00%57 50714.3% $3,197 加仓
BKH BLACK HILLS CORP COM $3,6500.00%52 00.0% — 不变
ONON ON HLDG AG NAMEN AKT A $3,6510.00%105 80320.0% $2,782 加仓
CCS CENTURY COMMUNITIES INC COM $3,6530.00%64 11.6% $57 加仓
THO THOR INDS INC COM $3,6600.00%47 25113.6% $1,947 加仓
HLI HOULIHAN LOKEY INC CL A $3,6670.00%26 00.0% — 不变
FDS FACTSET RESH SYS INC COM $3,6930.00%16 00.0% — 不变
DRH DIAMONDROCK HOSPITALITY CO COM $3,6980.00%395 00.0% — 不变
DAPP VANECK DIGITAL TRANSFORMATION ETF $3,7080.00%250 00.0% — 不变
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF $3,7110.00%29 00.0% — 不变
SSTK SHUTTERSTOCK INC COM $3,7230.00%225 10.4% $17 加仓
FORM FORMFACTOR INC COM $3,7340.00%37 00.0% — 不变
SFNC SIMMONS FIRST NATL CORP CL A $1 PAR $3,7410.00%192 21.1% $39 加仓